Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,945 | $175,231-47.5% | $149,696-38.6% | $139,466-34.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.23% | 166.77%-158.5pp | 134.46%-126.2pp | 373.66%-365.4pp |
| Employer contribution / active EE | $10,785 | $5,478+96.9% | $4,821+123.7% | $4,754+126.9% |
| Participant deferral / active EE | $10,918 | $6,521+67.4% | $5,682+92.1% | $6,712+62.7% |
| Admin fee / account holder | $3,313 | $16,155-79.5% | $13,212-74.9% | $11,409-71.0% |